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SPDR DJ Wilshire Large Cap Growth shares owned by Financial Advocates Investment Management

Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Growth (SPYG) shares owned by Financial Advocates Investment Management from 13F filings

Historical chart of Financial Advocates Investment Management investment in SPDR DJ Wilshire Large Cap Growth

Tip: Access up to 7 years of quarterly data

All positions including SPDR DJ Wilshire Large Cap Growth held by Financial Advocates Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR DJ Wilshire Large Cap Growth by Financial Advocates Investment Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $30M 357k 82.97
2024-06-30 $29M 359k 80.13
2024-03-31 $25M 343k 73.17
2023-12-31 $21M 325k 64.85
2023-09-30 $11M 187k 59.60
2023-06-30 $11M 175k 60.92
2023-03-31 $12M 220k 55.36
2022-12-31 $7.9M 155k 50.60
2022-09-30 $5.8M 115k 50.09
2022-06-30 $5.2M 100k 52.28
2022-03-31 $6.2M 94k 66.21
2021-12-31 $4.3M 59k 72.47
2021-09-30 $3.4M 54k 64.01
2021-06-30 $3.1M 49k 62.99
2021-03-31 $3.0M 53k 56.40
2020-12-31 $2.9M 52k 55.22
2020-09-30 $2.4M 48k 50.10
2020-06-30 $2.1M 46k 44.92
2020-03-31 $920k 26k 35.72
2019-12-31 $657k 16k 41.88
2019-09-30 $612k 16k 38.89
2019-06-30 $629k 16k 38.75
2019-03-31 $611k 16k 37.22
2018-12-31 $82k 11k 7.25
2018-09-30 $628k 16k 38.24
2018-06-30 $429k 12k 35.36
2018-03-31 $453k 14k 33.49
2017-12-31 $446k 14k 33.01

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Apple Put Option (AAPL)
NVIDIA Corporation Put Option (NVDA)
Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)
Microsoft Corporation Call Option (MSFT)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Msci Eafe (IEFA)
Amazon Put Option (AMZN)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Core S&p Us Gwt Call Option (IUSG)
Spdr Ser Tr S&p Metals Mng (XME)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Financial Advocates Investment Management

Top funds holding SPDR DJ Wilshire Large Cap Growth

LPL Financial
Financial Engines Advisors L.L.C
Hanson McClain Advisors
Morgan Stanley
Horizon Investments
Envestnet Asset Management
Equitable Holdings
Jpmorgan Chase & Co
ValMark Advisers
HB Wealth Management
Quotient Wealth Partners
Bank of New York Mellon
Goldman Sachs Group
Advisory Alpha
Bank of America Corporation

View all funds holding SPDR DJ Wilshire Large Cap Growth